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CompaniesNew

Group contacts under a business, like a brokerage or lender.

1Add a company#

  1. Go to Contacts and open Companies.
  2. Add the company and its details.

2Link people to it#

  1. Open a contact and set their company.
  2. Great for lenders, escrow and title partners.

Related

Add a contact by handTagsCustom fields
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Checked against the Jtek app in October 2026.